Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jensen Phillip PostemaAdvisory Alpha, LLCEdward Jones03-26-2020
Thomas Joseph CraneAllstate Financial Services, LLCEdward Jones12-11-2013
Lee Douglas BoskoAmeriprise Financial Services, LLCEdward Jones$5010-01-2019
Steven Eugene SiegfriedAmeriprise Financial Services, LLCEdward Jones07-07-2015
Micheal David HeckmanAmeriprise Financial Services, LLCEdward Jones$2511-29-2013
Thomas HayduAmeriprise Financial Services, LLCEdward Jones$2511-01-2013
Mary Ann SilversAmeriprise Financial Services, LLCEdward Jones$2509-30-2011
Marc Harold EdwardsAmeriprise Financial Services, LLCEdward Jones09-02-2011
Brent Alan RichardsAmeriprise Financial Services, LLCEdward Jones$2503-11-2011
Steven R. MeyersAmeriprise Financial Services, LLCEdward Jones02-04-2011
Daniel CaseyAthena Advisory Services Inc.Edward Jones01-07-2019
Shane MyasAXA Advisors, LLCEdward Jones08-08-2018
Andrew McSkimming IIIAXA Advisors, LLCEdward Jones01-26-2018
Justin M. MulhollandCambridge Investment Research Advisors, Inc.Edward Jones02-15-2013
Amanda Faye HartsonCambridge Investment Research, Inc.Edward Jones07-20-2015
Steven A. AdamsCambridge Investment Research, Inc.Edward Jones02-02-2015
Stacy Lee FooteCambridge Investment Research, Inc.Edward Jones11-21-2013
Matthew Thomas GolbaCambridge Investment Research, Inc.Edward Jones01-23-2012
Erik Anthony SmithCambridge Investment Research, Inc.Edward Jones07-01-2011
Anita Louise RitterCambridge Investment Research, Inc.Edward Jones05-05-2011
Harrison Michael KennardCambridge Investment Research, Inc.Edward Jones05-03-2010
Terry J. FrenchCetera Advisor Networks LLCEdward Jones04-07-2015
Mitchell L. WassinkCetera Advisors LLCEdward Jones04-06-2016
Marie Sharon EverittCetera Advisors LLCEdward Jones07-06-2011
Michael Kenneth SiscoCetera Investment Services LLCEdward Jones08-16-2019
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.